Miceli Financial Partners
Description
Address: 101 Metro Dr, San Jose, CA 95110 Phone: (408) 286-4010Category: : : : : : Place name: Website: Hours: : Category: Life insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Miceli Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
Miceli Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Miceli Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Miceli Financial Partners Employees
Employee
Years
Job
Industry
Amina Moinuddin Amina Moinuddin's Miceli Financial Partners Experience June 2010 - September 2010
Job Hiring Awesome Talent for NYC & SF
Industry Human Resources
Experience
Optimizely April 2013 - Present
Optimizely September 2012 - March 2013
Safeway June 2012 - September 2012
10EQS October 2011 - June 2012
UC Davis Center for Mind and Brain October 2010 - September 2011
UC Davis February 2011 - June 2011
Harper Junior High September 2010 - December 2010
Miceli Financial Partners June 2010 - September 2010
Skills
Research, SEO, Psychology, Fundraising, Salesforce.com, Recruiting, SPSS, Analysis, Management Consulting, Marketing, Social Media, PowerPoint, Non-profits, Data Analysis, Management, Microsoft Office, Public Speaking, Analytics, Training, E-commerce, Human Resources, Interviews, Leadership, Microsoft Word, Sourcing, Time Management, Microsoft Excel, Market Research, Nonprofits, Business Development, Strategy, Online Marketing, Sales, Strategic Planning, Social Media Marketing, Project Management, Entrepreneurship, Social Networking, Organizational..., Event Planning, Databases, Marketing Strategy, Outlook, Facebook
Education
University of California, Davis
B.A., Psychology
Optimizely April 2013 - Present
Optimizely September 2012 - March 2013
Safeway June 2012 - September 2012
10EQS October 2011 - June 2012
UC Davis Center for Mind and Brain October 2010 - September 2011
UC Davis February 2011 - June 2011
Harper Junior High September 2010 - December 2010
Miceli Financial Partners June 2010 - September 2010
Skills
Research, SEO, Psychology, Fundraising, Salesforce.com, Recruiting, SPSS, Analysis, Management Consulting, Marketing, Social Media, PowerPoint, Non-profits, Data Analysis, Management, Microsoft Office, Public Speaking, Analytics, Training, E-commerce, Human Resources, Interviews, Leadership, Microsoft Word, Sourcing, Time Management, Microsoft Excel, Market Research, Nonprofits, Business Development, Strategy, Online Marketing, Sales, Strategic Planning, Social Media Marketing, Project Management, Entrepreneurship, Social Networking, Organizational..., Event Planning, Databases, Marketing Strategy, Outlook, Facebook
Education
University of California, Davis
B.A., Psychology
Ken McCanless Ken McCanless's Miceli Financial Partners Experience January 2012 - February 2012
Job Correspondent at Ferndale Enterprise
Industry Writing and Editing
Experience
Ferndale Enterprise March 2013 - Present
North Coast Young Democrats January 2013 - Present
SN Servicing Corporation September 2012 - 2013
Miceli Financial Partners January 2012 - February 2012
Golden Horizon Financial, LLC May 2011 - December 2011
The New Leaders Council January 2011 - June 2011
CIS Data Systems March 2005 - July 2008
UC Davis March 2000 - June 2005
Times-Standard 2005 - 2005
UC Davis April 2004 - August 2004
Skills
Non-profits, Event Planning, Marketing, Social Media, Community Outreach, Singing, Social Advocacy
Education
University of California, Davis 1999 — 2004
Bachelor's degree, English
Ferndale Enterprise March 2013 - Present
North Coast Young Democrats January 2013 - Present
SN Servicing Corporation September 2012 - 2013
Miceli Financial Partners January 2012 - February 2012
Golden Horizon Financial, LLC May 2011 - December 2011
The New Leaders Council January 2011 - June 2011
CIS Data Systems March 2005 - July 2008
UC Davis March 2000 - June 2005
Times-Standard 2005 - 2005
UC Davis April 2004 - August 2004
Skills
Non-profits, Event Planning, Marketing, Social Media, Community Outreach, Singing, Social Advocacy
Education
University of California, Davis 1999 — 2004
Bachelor's degree, English
Julie Mayeda's Miceli Financial Partners Experience May 2008 - September 2008
Job Sales Development
Industry Program Development
Experience
Starbucks June 2010 - Present
The Dailey Method March 2014 - June 2015
Airship Ventures April 2009 - June 2010
Miceli Financial Partners May 2008 - September 2008
Skills
Sales, Office Management, System Administration, Analysis, Time Management, Customer Service, Invoicing, Accounts Payable, Accounts Receivable, Coaching, Event Planning, Budgets, Leadership, Administration, Outlook, PowerPoint, Nonprofits, Social Media, Public Speaking, Microsoft Office
Education
Sonoma State University 2003 — 2005
BA
Sonoma State University 2003 — 2005
BA
West Valley College 2001 — 2003
AA
Starbucks June 2010 - Present
The Dailey Method March 2014 - June 2015
Airship Ventures April 2009 - June 2010
Miceli Financial Partners May 2008 - September 2008
Skills
Sales, Office Management, System Administration, Analysis, Time Management, Customer Service, Invoicing, Accounts Payable, Accounts Receivable, Coaching, Event Planning, Budgets, Leadership, Administration, Outlook, PowerPoint, Nonprofits, Social Media, Public Speaking, Microsoft Office
Education
Sonoma State University 2003 — 2005
BA
Sonoma State University 2003 — 2005
BA
West Valley College 2001 — 2003
AA
Jaime Ainsworth Jaime Ainsworth's Miceli Financial Partners Experience August 2010 - November 2011
Job Executive Assistant, Bay Area VPA
Industry Internet
Experience
Peregrine Performance Group June 2015 - Present
Bay Area Virtual Personal Assistants October 2011 - Present
Mass Mutual Silicon Valley August 2010 - Present
Miceli Financial Partners August 2010 - November 2011
Forever 21 2008 - 2010
Skills
Social Media Marketing, Start-ups, Social Networking, Customer Service, Social Media, Email Marketing, Event Management, Administrative..., Web Design, Networking, Editing, Website Updating, Event Planning, Sales, Salesforce.com, Virtual Assistance, Microsoft Excel, Notary Public, Appointment Scheduling, Leadership, Transcription Services, Business Writing, Website Building, Administrative..., CRM, WordPress, Life Insurance
Education
San Francisco State University
Peregrine Performance Group June 2015 - Present
Bay Area Virtual Personal Assistants October 2011 - Present
Mass Mutual Silicon Valley August 2010 - Present
Miceli Financial Partners August 2010 - November 2011
Forever 21 2008 - 2010
Skills
Social Media Marketing, Start-ups, Social Networking, Customer Service, Social Media, Email Marketing, Event Management, Administrative..., Web Design, Networking, Editing, Website Updating, Event Planning, Sales, Salesforce.com, Virtual Assistance, Microsoft Excel, Notary Public, Appointment Scheduling, Leadership, Transcription Services, Business Writing, Website Building, Administrative..., CRM, WordPress, Life Insurance
Education
San Francisco State University
Natalie Tran Natalie Tran's Miceli Financial Partners Experience May 2008 - March 2009
Job Project Manager at Facebook
Industry Financial Services
Experience
Facebook October 2012 - Present
Facebook January 2012 - October 2012
Google March 2011 - January 2012
Miceli Financial Partners, Mass Mutual Financial Group March 2009 - March 2011
Miceli Financial Partners May 2008 - March 2009
Tumi October 2007 - January 2009
BCBG Max Azria 2005 - 2007
Skills
Recruiting, College Recruiting, Applicant Tracking..., Sourcing, Interviews, Talent Acquisition, Human Resources, Onboarding, Team Building, Management, Talent Management, Technical Recruiting, Cold Calling, Internet Recruiting, Leadership, Training, Salesforce.com, Marketing, Project Management, Community Outreach, Hiring, Sales, Time Management
Education
Santa Clara University - Leavey School of Business 2007 — 2009
Bachelor of Science in Commerce, Marketing
Facebook October 2012 - Present
Facebook January 2012 - October 2012
Google March 2011 - January 2012
Miceli Financial Partners, Mass Mutual Financial Group March 2009 - March 2011
Miceli Financial Partners May 2008 - March 2009
Tumi October 2007 - January 2009
BCBG Max Azria 2005 - 2007
Skills
Recruiting, College Recruiting, Applicant Tracking..., Sourcing, Interviews, Talent Acquisition, Human Resources, Onboarding, Team Building, Management, Talent Management, Technical Recruiting, Cold Calling, Internet Recruiting, Leadership, Training, Salesforce.com, Marketing, Project Management, Community Outreach, Hiring, Sales, Time Management
Education
Santa Clara University - Leavey School of Business 2007 — 2009
Bachelor of Science in Commerce, Marketing
Kristi Cannon Kristi Cannon's Miceli Financial Partners Experience 2004 - July 2006
Job Coowner at Pepperdot Designs
Industry Events Services
Experience
The Mountain Winery July 2006 - Present
Pepperdot Designs January 2005 - Present
Miceli Financial Partners 2004 - July 2006
Education
Santa Clara University - Leavey School of Business 1998 — 2002
Marketing
The Mountain Winery July 2006 - Present
Pepperdot Designs January 2005 - Present
Miceli Financial Partners 2004 - July 2006
Education
Santa Clara University - Leavey School of Business 1998 — 2002
Marketing
Josh Nemec Josh Nemec's Miceli Financial Partners Experience October 2012 - November 2012
Job Technical Recruiter at Google
Industry Staffing and Recruiting
Experience
Google October 2013 - Present
MassMutual Silicon Valley November 2012 - October 2013
Miceli Financial Partners October 2012 - November 2012
CapTel Inc. 2011 - 2012
University of Wisconsin-Madison August 2010 - May 2011
University of Wisconsin-Madison August 2009 - May 2010
Skills
Data Entry, Telecommunications, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Networking, Troubleshooting, PowerPoint, Microsoft Word, Administrative..., Social Networking, Adobe Creative Suite, Fine Art, Art Gallery, Art Education, Higher Education, Photo Editor, Call Center, Opinion Writing, Proposal Writing, Critical Theory, Contemporary Art, Modern Art, Art Criticism, Text Editing, Photoshop, Graphic Design, Visual Arts, Recruiting, Art, Teaching, Critical Thinking, Access, Time Management, Leadership, Social Media, Technical Recruiting
Education
University of Wisconsin-Madison 2008 — 2011
Master of Fine Arts (MFA), Fine/Studio Arts, General
Sonoma State University 2003 — 2008
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General
Google October 2013 - Present
MassMutual Silicon Valley November 2012 - October 2013
Miceli Financial Partners October 2012 - November 2012
CapTel Inc. 2011 - 2012
University of Wisconsin-Madison August 2010 - May 2011
University of Wisconsin-Madison August 2009 - May 2010
Skills
Data Entry, Telecommunications, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Networking, Troubleshooting, PowerPoint, Microsoft Word, Administrative..., Social Networking, Adobe Creative Suite, Fine Art, Art Gallery, Art Education, Higher Education, Photo Editor, Call Center, Opinion Writing, Proposal Writing, Critical Theory, Contemporary Art, Modern Art, Art Criticism, Text Editing, Photoshop, Graphic Design, Visual Arts, Recruiting, Art, Teaching, Critical Thinking, Access, Time Management, Leadership, Social Media, Technical Recruiting
Education
University of Wisconsin-Madison 2008 — 2011
Master of Fine Arts (MFA), Fine/Studio Arts, General
Sonoma State University 2003 — 2008
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General
Arturo Ortiz Arturo Ortiz's Miceli Financial Partners Experience October 2011 - February 2012
Job Operations Associate at AgLocal
Industry Financial Services
Experience
AgLocal January 2015 - March 2015
Dot & Bo March 2014 - November 2014
Champ Logistics March 2012 - November 2013
Miceli Financial Partners October 2011 - February 2012
Skills
Strategic Financial..., Wealth Management, Microsoft Excel, Financial Modeling, Insurance, Financial Analysis, Customer Service, PowerPoint, Risk Management, Finance, Forecasting
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Political Science
AgLocal January 2015 - March 2015
Dot & Bo March 2014 - November 2014
Champ Logistics March 2012 - November 2013
Miceli Financial Partners October 2011 - February 2012
Skills
Strategic Financial..., Wealth Management, Microsoft Excel, Financial Modeling, Insurance, Financial Analysis, Customer Service, PowerPoint, Risk Management, Finance, Forecasting
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Regina Leathers Regina Leathers's Miceli Financial Partners Experience June 2008 - March 2009
Job Branch Manager, VP at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2009 - Present
Miceli Financial Partners June 2008 - March 2009
Wells Fargo January 1997 - August 2006
Fresno County Office of Education September 1989 - August 1995
fresno county office of education 1989 - 1995
Skills
Banking, Credit, Customer Service, Commercial Lending, Commercial Banking, Team Building, Coaching, Leadership, Relationship Management, Public Speaking, Sales, Strategic Planning, Management, Finance, Small Business, Loans, New Business Development, Mortgage Lending, Time Management, Financial Analysis
Education
California State University, Fresno 1995 — 1996
Teaching Credential, Early Childhood Education
California State University, Fresno 1993 — 1995
B.A., Liberal Studies
Fresno City College 1988 — 1993
A.Al, Liberal Arts
Dominican College, San Rafael 1987 — 1988
General
San Joaquin Memorial 1983 — 1987
diploma
Bank of the West April 2009 - Present
Miceli Financial Partners June 2008 - March 2009
Wells Fargo January 1997 - August 2006
Fresno County Office of Education September 1989 - August 1995
fresno county office of education 1989 - 1995
Skills
Banking, Credit, Customer Service, Commercial Lending, Commercial Banking, Team Building, Coaching, Leadership, Relationship Management, Public Speaking, Sales, Strategic Planning, Management, Finance, Small Business, Loans, New Business Development, Mortgage Lending, Time Management, Financial Analysis
Education
California State University, Fresno 1995 — 1996
Teaching Credential, Early Childhood Education
California State University, Fresno 1993 — 1995
B.A., Liberal Studies
Fresno City College 1988 — 1993
A.Al, Liberal Arts
Dominican College, San Rafael 1987 — 1988
General
San Joaquin Memorial 1983 — 1987
diploma
Vincent Tang Vincent Tang's Miceli Financial Partners Experience April 2008 - December 2008
Job Operations at Soffront Software Inc.
Industry Semiconductors
Experience
Soffront Software Inc. March 2015 - Present
Going Evergreen June 2008 - Present
Vitron Electronic Services October 2014 - March 2015
Self Employed 2007 - October 2014
Miceli Financial Partners April 2008 - December 2008
Contract Services Company September 2005 - October 2007
Photon Dynamics August 2002 - November 2004
VISX December 1997 - August 2002
Technical Instrument Company, subsidary of Zygo December 1993 - November 1997
STI Optronics, subsidary of Spectra Physics/Newport May 1987 - June 1993
Skills
Start-ups, Funding, Business Strategy, Strategic Planning, Manufacturing, New Business Development, Team Building, Operations Management, Business Planning, Entrepreneur, Management Consulting, Entrepreneurship, International Business, Management, Sales, Strategy, Program Management, Marketing, Strategic Financial..., Executive Management, Business Intelligence, B2B, Finance, Business Development, Contract Negotiation, E-commerce, Mergers & Acquisitions, Selling, Consulting, Cross-functional Team..., Product Development, Leadership, Training, Strategic Partnerships, Business Process..., Networking, Contract Management, Product Management, Sales Management, Competitive Analysis
Education
University of Phoenix 2000 — 2001
MBA
University of Phoenix 1998 — 1999
BS
San Jose City College 1980 — 1983
AS
Soffront Software Inc. March 2015 - Present
Going Evergreen June 2008 - Present
Vitron Electronic Services October 2014 - March 2015
Self Employed 2007 - October 2014
Miceli Financial Partners April 2008 - December 2008
Contract Services Company September 2005 - October 2007
Photon Dynamics August 2002 - November 2004
VISX December 1997 - August 2002
Technical Instrument Company, subsidary of Zygo December 1993 - November 1997
STI Optronics, subsidary of Spectra Physics/Newport May 1987 - June 1993
Skills
Start-ups, Funding, Business Strategy, Strategic Planning, Manufacturing, New Business Development, Team Building, Operations Management, Business Planning, Entrepreneur, Management Consulting, Entrepreneurship, International Business, Management, Sales, Strategy, Program Management, Marketing, Strategic Financial..., Executive Management, Business Intelligence, B2B, Finance, Business Development, Contract Negotiation, E-commerce, Mergers & Acquisitions, Selling, Consulting, Cross-functional Team..., Product Development, Leadership, Training, Strategic Partnerships, Business Process..., Networking, Contract Management, Product Management, Sales Management, Competitive Analysis
Education
University of Phoenix 2000 — 2001
MBA
University of Phoenix 1998 — 1999
BS
San Jose City College 1980 — 1983
AS
Jessica Liou's Miceli Financial Partners Experience June 2011 - August 2011
Job Social Media & Referral Marketing at Shutterfly Inc.
Industry Marketing and Advertising
Experience
Shutterfly Inc. June 2014 - Present
CraveOnline Media, LLC. January 2014 - April 2014
Mint Bills August 2012 - August 2013
Mint Bills May 2012 - August 2012
Miceli Financial Partners June 2011 - August 2011
MindLaunch June 2011 - August 2011
AACI June 2009 - August 2009
Skills
Social Networking, Social Media, Community Outreach, Marketing, WordPress, Email Marketing, Online Advertising, Recruiting, Facebook, Web Analytics, Digital Marketing, SEO, Digital Media, Mobile Marketing, SEM, Online Marketing, Entrepreneurship, Affiliate Marketing, Analytics, Lead Generation, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration, Marketing
Universidad de Navarra
Shutterfly Inc. June 2014 - Present
CraveOnline Media, LLC. January 2014 - April 2014
Mint Bills August 2012 - August 2013
Mint Bills May 2012 - August 2012
Miceli Financial Partners June 2011 - August 2011
MindLaunch June 2011 - August 2011
AACI June 2009 - August 2009
Skills
Social Networking, Social Media, Community Outreach, Marketing, WordPress, Email Marketing, Online Advertising, Recruiting, Facebook, Web Analytics, Digital Marketing, SEO, Digital Media, Mobile Marketing, SEM, Online Marketing, Entrepreneurship, Affiliate Marketing, Analytics, Lead Generation, Social Media Marketing
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration, Marketing
Universidad de Navarra
Joshua Aufderheide Joshua Aufderheide's Miceli Financial Partners Experience July 2012 - October 2012
Job Available Technician with supervisory experience
Industry Telecommunications
Experience
AT&T February 2014 - August 2015
AT&T May 2013 - January 2014
Asurea Insurance Group December 2012 - February 2013
US-Reports, Inc. October 2012 - February 2013
US-Reports October 2012 - January 2013
Miceli Financial Partners July 2012 - October 2012
UC Santa Cruz, University Relations October 2010 - July 2011
UC Santa Cruz, Engineering November 2009 - January 2010
AskOurTechs.com October 2009 - December 2009
AEI-Plexus / ThyssenKrupp Steel USA, LLC. August 2007 - August 2009
Education
UC Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Economics
U.S. Army Signal School
Bachelors of Arts, Economics
University of South Alabama 2007 — 2009
AT&T February 2014 - August 2015
AT&T May 2013 - January 2014
Asurea Insurance Group December 2012 - February 2013
US-Reports, Inc. October 2012 - February 2013
US-Reports October 2012 - January 2013
Miceli Financial Partners July 2012 - October 2012
UC Santa Cruz, University Relations October 2010 - July 2011
UC Santa Cruz, Engineering November 2009 - January 2010
AskOurTechs.com October 2009 - December 2009
AEI-Plexus / ThyssenKrupp Steel USA, LLC. August 2007 - August 2009
Education
UC Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Economics
U.S. Army Signal School
Bachelors of Arts, Economics
University of South Alabama 2007 — 2009
Selam Berayes Selam Berayes's Miceli Financial Partners Experience March 2011 - April 2012
Job Regional Business Consultant at ING Investment Management
Industry Semiconductors
Experience
Voya Financial May 2014 - Present
Principal Financial Group June 2012 - February 2014
Miceli Financial Partners March 2011 - April 2012
Accessbanc Mortgage March 2009 - September 2010
Club One Fitness 2007 - May 2008
Infineon Technologies May 2000 - August 2001
Mitsubishi Electronics 1997 - 2000
Skills
Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Financial Strategy, 401(k) 403(b), SEP &..., Salary Continuation,..., Business Overhead..., Buy-Sell Agreements..., Tax Deferred Savings,..., Term Life Insurance,..., Universal Life..., Welness Programs,..., Wealth Accumulation,..., Asset Allocation,...
Education
San Jose State University 1992 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
Voya Financial May 2014 - Present
Principal Financial Group June 2012 - February 2014
Miceli Financial Partners March 2011 - April 2012
Accessbanc Mortgage March 2009 - September 2010
Club One Fitness 2007 - May 2008
Infineon Technologies May 2000 - August 2001
Mitsubishi Electronics 1997 - 2000
Skills
Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Financial Strategy, 401(k) 403(b), SEP &..., Salary Continuation,..., Business Overhead..., Buy-Sell Agreements..., Tax Deferred Savings,..., Term Life Insurance,..., Universal Life..., Welness Programs,..., Wealth Accumulation,..., Asset Allocation,...
Education
San Jose State University 1992 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
Tae Min Tae Min's Miceli Financial Partners Experience June 2012 - September 2012
Job Client Operations Associate at Natixis Asset Management
Industry Investment Management
Experience
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Natixis Asset Management May 2015 - Present
State Street November 2014 - May 2015
State Street August 2013 - November 2014
State Street October 2012 - August 2013
Miceli Financial Partners June 2012 - September 2012
UC Davis December 2011 - June 2012
Morgan Stanley Smith Barney January 2012 - March 2012
Delta Sigma Pi September 2011 - January 2012
Skills
PowerPoint, Excel, Word, Microsoft Office, Photoshop, Mac OS X, Outlook, Facebook, Life Insurance, Microsoft Word, Microsoft Excel, Teamwork, Access, OS X
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Gary Boitano Gary Boitano's Miceli Financial Partners Experience January 2009 - August 2010
Job Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield January 2015 - Present
Cassidy Turley September 2010 - December 2014
Miceli Financial Partners January 2009 - August 2010
Skills
Valuation, Financial Analysis, Real Estate Economics, Business Development, Investments, Finance, Asset Management, Financial Modeling, Portfolio Management, Due Diligence, Corporate Real Estate, Commercial Real Estate, Real Estate, Leases, Tenant, Lease Negotiations
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Economics
Syracuse University
European Union Integration
Bellarmine College Preparatory 2000 — 2004
Cushman & Wakefield January 2015 - Present
Cassidy Turley September 2010 - December 2014
Miceli Financial Partners January 2009 - August 2010
Skills
Valuation, Financial Analysis, Real Estate Economics, Business Development, Investments, Finance, Asset Management, Financial Modeling, Portfolio Management, Due Diligence, Corporate Real Estate, Commercial Real Estate, Real Estate, Leases, Tenant, Lease Negotiations
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Economics
Syracuse University
European Union Integration
Bellarmine College Preparatory 2000 — 2004
Cory LaGoe's Miceli Financial Partners Experience December 2010 - December 2012
Job
Industry Defense & Space
Experience
Northrop Grumman Corporation July 2012 - Present
Miceli Financial Partners December 2010 - December 2012
CODA Automotive, Inc. November 2011 - July 2012
Fox Racing Shox April 2010 - December 2010
BAE Systems April 2005 - September 2009
AeroMech Engineering, Inc. October 2004 - March 2005
Rolf Jensen & Associates, Inc. June 2003 - September 2003
Mass Electric Construction June 2002 - September 2002
Skills
Financial Analysis, Financial Planning, Financial Modeling, Project Planning, MS Project, MS Office Suite, Earned Value Management, Budgeting, Business Planning, Online Marketing, Investment Strategies, Investment Properties, Welding, Machining, Automotive Engineering, Finite Element Analysis, Solidworks, Wildfire, Defense Contracting, argus, Catia, Electric Vehicles, SEO, GD&T, Tolerance Analysis, Mechanical Engineering, Program Management, Management, Automotive, Product Development, Manufacturing, CAD, PTC Creo, Weld, Engineering Management, Six Sigma, Engineering, SolidWorks, Microsoft Office, Systems Engineering, Microsoft Project, Strategic Financial..., Budgets, Geometric Dimensioning..., Leadership, Pro Engineer, Vehicles, Cross-functional Team..., Aerospace
Education
Santa Clara University - Leavey School of Business 2008 — 2011
M.B.A., Finance
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S.M.E., Mechanical Engineering
Northrop Grumman Corporation July 2012 - Present
Miceli Financial Partners December 2010 - December 2012
CODA Automotive, Inc. November 2011 - July 2012
Fox Racing Shox April 2010 - December 2010
BAE Systems April 2005 - September 2009
AeroMech Engineering, Inc. October 2004 - March 2005
Rolf Jensen & Associates, Inc. June 2003 - September 2003
Mass Electric Construction June 2002 - September 2002
Skills
Financial Analysis, Financial Planning, Financial Modeling, Project Planning, MS Project, MS Office Suite, Earned Value Management, Budgeting, Business Planning, Online Marketing, Investment Strategies, Investment Properties, Welding, Machining, Automotive Engineering, Finite Element Analysis, Solidworks, Wildfire, Defense Contracting, argus, Catia, Electric Vehicles, SEO, GD&T, Tolerance Analysis, Mechanical Engineering, Program Management, Management, Automotive, Product Development, Manufacturing, CAD, PTC Creo, Weld, Engineering Management, Six Sigma, Engineering, SolidWorks, Microsoft Office, Systems Engineering, Microsoft Project, Strategic Financial..., Budgets, Geometric Dimensioning..., Leadership, Pro Engineer, Vehicles, Cross-functional Team..., Aerospace
Education
Santa Clara University - Leavey School of Business 2008 — 2011
M.B.A., Finance
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S.M.E., Mechanical Engineering
Russell Wardhaugh Russell Wardhaugh's Miceli Financial Partners Experience November 2010 - July 2011
Job atEvent
Industry Events Services
Experience
atEvent July 2011 - Present
Wolff & Wardhaugh January 2009 - Present
Miceli Financial Partners November 2010 - July 2011
Bridge Bank December 2005 - December 2008
Skills
Risk Assessment, Financial Analysis, Advertising Sales, Finance, Salesforce.com, Online Advertising, Email Marketing, Social Media, Lead Generation, Account Management, CRM, New Business Development, Social Media Marketing, SEM, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2003 — 2005
Masters in Science, Industrial & Technical Studies
California Polytechnic State University-San Luis Obispo 2000 — 2003
Bachelors in Science, Industrial Technology
atEvent July 2011 - Present
Wolff & Wardhaugh January 2009 - Present
Miceli Financial Partners November 2010 - July 2011
Bridge Bank December 2005 - December 2008
Skills
Risk Assessment, Financial Analysis, Advertising Sales, Finance, Salesforce.com, Online Advertising, Email Marketing, Social Media, Lead Generation, Account Management, CRM, New Business Development, Social Media Marketing, SEM, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2003 — 2005
Masters in Science, Industrial & Technical Studies
California Polytechnic State University-San Luis Obispo 2000 — 2003
Bachelors in Science, Industrial Technology
Megan Sopko's Miceli Financial Partners Experience July 2011 - December 2011
Job Sales Engineer at AdRoll
Industry Internet
Experience
AdRoll June 2015 - Present
AdRoll October 2014 - May 2015
AdRoll.com April 2013 - October 2014
Intel Corporation September 2012 - April 2013
Apple Inc. January 2012 - May 2012
Miceli Financial Partners July 2011 - December 2011
Skills
User Experience Testing, Research, PowerPoint, Microsoft Excel, Social Media Marketing, Corporate Communications, Salesforce.com
Education
Santa Clara University 2008 — 2012
Communication, Political Science
AdRoll June 2015 - Present
AdRoll October 2014 - May 2015
AdRoll.com April 2013 - October 2014
Intel Corporation September 2012 - April 2013
Apple Inc. January 2012 - May 2012
Miceli Financial Partners July 2011 - December 2011
Skills
User Experience Testing, Research, PowerPoint, Microsoft Excel, Social Media Marketing, Corporate Communications, Salesforce.com
Education
Santa Clara University 2008 — 2012
Communication, Political Science
Michele Chiong's Miceli Financial Partners Experience October 2006 - June 2008
Job Financial Advisor at Miceli Financial Partners and Financial Services Consultant
Industry Financial Services
Experience
Miceli Financial Partners October 2006 - June 2008
Education
University of Phoenix 2004 — 2006
San Francisco State University 1996 — 2004
Moreau Catholic High School
Miceli Financial Partners October 2006 - June 2008
Education
University of Phoenix 2004 — 2006
San Francisco State University 1996 — 2004
Moreau Catholic High School
Andrew Statz's Miceli Financial Partners Experience April 2008 - June 2011
Job Broker at Flippa
Industry Financial Services
Experience
Flippa June 2015 - Present
Foothill-De Anza Community College District February 2015 - May 2015
New Avenue Inc. July 2014 - February 2015
American Appraisal Associates June 2011 - May 2014
Miceli Financial Partners April 2008 - June 2011
Financial Technology Partners November 2007 - February 2008
AIG Global Investment Group June 2006 - September 2006
Skills
Financial Modeling, Business Valuation, Due Diligence, Investment Banking, Corporate Finance, Accounting, Analysis, Insurance, Investments, Marketing, Real Estate, Mandarin, Market Analysis, Financial Analysis, Finance, Management, Financial Services, Valuation, Mergers & Acquisitions
Education
Boston University - School of Management 2003 — 2007
BS, Finance and International Management
Stanford University 2009 — 2009
Continuing Education
University of California, Berkeley 2004 — 2004
Study Abroad in Taiwan
Flippa June 2015 - Present
Foothill-De Anza Community College District February 2015 - May 2015
New Avenue Inc. July 2014 - February 2015
American Appraisal Associates June 2011 - May 2014
Miceli Financial Partners April 2008 - June 2011
Financial Technology Partners November 2007 - February 2008
AIG Global Investment Group June 2006 - September 2006
Skills
Financial Modeling, Business Valuation, Due Diligence, Investment Banking, Corporate Finance, Accounting, Analysis, Insurance, Investments, Marketing, Real Estate, Mandarin, Market Analysis, Financial Analysis, Finance, Management, Financial Services, Valuation, Mergers & Acquisitions
Education
Boston University - School of Management 2003 — 2007
BS, Finance and International Management
Stanford University 2009 — 2009
Continuing Education
University of California, Berkeley 2004 — 2004
Study Abroad in Taiwan
Andrew Hurko's Miceli Financial Partners Experience August 2009 - Present
Job Partner at The Miceli Group
Industry Financial Services
Experience
The Miceli Group September 2014 - Present
Miceli Financial Partners August 2009 - Present
MassMutual Silicon Valley August 2009 - Present
Skills
Insurance, Wealth Management, Recruiting, Securities, Employee Benefits, Financial Modeling, Risk Management, Life Insurance, Investments, Retirement Planning, Finance, Estate Planning, Fixed Annuities, Strategic Financial..., Financial Analysis, Management, Financial Services, Credit, Investment Advisory, Disability Insurance, Portfolio Management, Personal Financial..., Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
The Miceli Group September 2014 - Present
Miceli Financial Partners August 2009 - Present
MassMutual Silicon Valley August 2009 - Present
Skills
Insurance, Wealth Management, Recruiting, Securities, Employee Benefits, Financial Modeling, Risk Management, Life Insurance, Investments, Retirement Planning, Finance, Estate Planning, Fixed Annuities, Strategic Financial..., Financial Analysis, Management, Financial Services, Credit, Investment Advisory, Disability Insurance, Portfolio Management, Personal Financial..., Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Hamlet Abaya's Miceli Financial Partners Experience September 2009 - January 2010
Job Professional in the Big Data Industry
Industry Information Technology and Services
Experience
Quid May 2014 - November 2014
Quid October 2013 - May 2014
Quid June 2012 - October 2013
Quid September 2010 - June 2012
Plover LLC August 2010 - November 2010
Miceli Financial Partners September 2009 - January 2010
Stanford University, Avery Aquatics Center September 2004 - June 2007
The Shemano Group June 2006 - August 2006
Hayward Area Recreation and Park District June 2003 - August 2006
Hayward Area Recreation and Park District June 2001 - August 2006
Skills
Data Analysis, Research, Financial Modeling, Due Diligence, Analytics, Financial Analysis, SQL, Data Mining, Statistics, Data Visualization, Statistical Modeling, Python, Project Management, Start-ups, Leadership, Entrepreneurship
Education
Stanford University 2003 — 2007
B.A., Economics, International Relations
Quid May 2014 - November 2014
Quid October 2013 - May 2014
Quid June 2012 - October 2013
Quid September 2010 - June 2012
Plover LLC August 2010 - November 2010
Miceli Financial Partners September 2009 - January 2010
Stanford University, Avery Aquatics Center September 2004 - June 2007
The Shemano Group June 2006 - August 2006
Hayward Area Recreation and Park District June 2003 - August 2006
Hayward Area Recreation and Park District June 2001 - August 2006
Skills
Data Analysis, Research, Financial Modeling, Due Diligence, Analytics, Financial Analysis, SQL, Data Mining, Statistics, Data Visualization, Statistical Modeling, Python, Project Management, Start-ups, Leadership, Entrepreneurship
Education
Stanford University 2003 — 2007
B.A., Economics, International Relations
Joanna Eikanas's Miceli Financial Partners Experience June 2010 - April 2011
Job Insurance Services: License # 0E34103
Industry Insurance
Experience
MassMutual Financial Group October 2012 - Present
Allianz Life February 2010 - Present
LWF Home Care Specialists April 2011 - May 2012
Miceli Financial Partners June 2010 - April 2011
Skills
Customer Service, Life Insurance
Education
San Francisco State University 1991 — 1993
Bachelor of Arts (BA), Therapeutic Recreation/Recreational Therapy
Long Beach State University 1990 — 1991
West Valley College 1988 — 1990
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Westmont High School 1984 — 1988
MassMutual Financial Group October 2012 - Present
Allianz Life February 2010 - Present
LWF Home Care Specialists April 2011 - May 2012
Miceli Financial Partners June 2010 - April 2011
Skills
Customer Service, Life Insurance
Education
San Francisco State University 1991 — 1993
Bachelor of Arts (BA), Therapeutic Recreation/Recreational Therapy
Long Beach State University 1990 — 1991
West Valley College 1988 — 1990
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Westmont High School 1984 — 1988
Suzanne Wiles's Miceli Financial Partners Experience February 2000 - September 2006
Job Executive Assistant at MassMutual Silicon Valley/Miceli Financial Partners
Industry Financial Services
Experience
Mass Mutual Silicon Valley 2006 - Present
Miceli Financial Partners February 2000 - September 2006
Education
Far Eastern University
Bachelor of Science, Commerce
Mass Mutual Silicon Valley 2006 - Present
Miceli Financial Partners February 2000 - September 2006
Education
Far Eastern University
Bachelor of Science, Commerce